# Policy Renewal Outreach for Insurance Agency Managers

> AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.

- **Role:** [Insurance Agency Manager](https://calish.com/workflows/for/insurance-agency-manager/)
- **Category:** [Communication & Outreach](https://calish.com/workflows/category/communication-and-outreach/)
- **Specialty:** [Independent P&C Agency](https://calish.com/workflows/specialty/independent-pandc-agency/)
- **Action:** Policy Renewal Outreach
- **Canonical URL:** https://calish.com/workflows/policy-renewal-outreach-for-insurance-agency-manager/

## The Problem

Independent P&C Agency policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.

## What We Build

AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.

## Tools & Integrations

- AMS360
- Applied Epic
- HawkSoft
- Email

## How It Works

1. **Discovery call.** We map your current policy renewal outreach process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [AMS360](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-agency-manager-with-ams360/) — Policy Renewal Outreach built natively in AMS360
- [Applied Epic](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-agency-manager-with-applied-epic/) — Policy Renewal Outreach built natively in Applied Epic
- [HawkSoft](https://calish.com/workflows/with/policy-renewal-outreach-for-insurance-agency-manager-with-hawksoft/) — Policy Renewal Outreach built natively in HawkSoft

## Related Workflows

- [Conditional Approval Response for Insurance Agency Managers](https://calish.com/workflows/conditional-approval-response-for-insurance-agency-manager/)
- [Commercial Quote Preparation for Insurance Agency Managers](https://calish.com/workflows/commercial-quote-preparation-for-insurance-agency-manager/)
- [Closing & Title Package Prep for Insurance Agency Managers](https://calish.com/workflows/closing-and-title-package-prep-for-insurance-agency-manager/)
- [KYC/AML Review for Insurance Agency Managers](https://calish.com/workflows/kyc-aml-review-for-insurance-agency-manager/)
- [Deal Sourcing & Screening for Insurance Agency Managers](https://calish.com/workflows/deal-sourcing-and-screening-for-insurance-agency-manager/)
- [LP & Investor Reporting for Insurance Agency Managers](https://calish.com/workflows/lp-and-investor-reporting-for-insurance-agency-manager/)

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